Administration Manager - Financial Services / IFA

Beacon Plus
Tunbridge Wells
16 May 2018
15 Jun 2018
Contract Type
Full Time

Financial Services Administration Manager – this highly successful and established Financial Services provider / IFA based in central Tunbridge Wells require an experienced Administrator / Administration Manager to join their busy and friendly team. Specialising in Investments, Pensions and Retirement planning, previous administration experience within Financial Services is essential for this role.

Core Duties

§To provide administration services for new and existing clients

§Management responsibility for administration staff

§To work on special projects at the request of the Partners

§To process new business in accordance with the firm’s administration procedures

§To process day-to-day administration matters for new and existing clients in accordance with the firm’s procedures

§To deal with and bring to a satisfactory conclusion administrative queries arising from new and existing business

§To ensure that client administration is effective and up to date

§Day to day management of administration staff including conducting their reviews and personal development plans

§Enhancing and updating administration systems and procedures to improve efficiency and reflect changes within the industry

Skills and Knowledge Required

§Understanding of Regulatory framework

§Knowledge of different types of policies and options with previous experience working for an IFA is an advantage

§Understanding of information and documentation required to process new business, claims and amendments to existing policies and investments

§Keyboard and computer skills, particularly Word, Outlook & Excel

§Communication and interpersonal skills for dealing with colleagues, clients and companies

§Letter writing skills and information presentation

§Financial Planning qualifications are an advantage


§Salary from £30K + DOE

§Excellent opportunities to progress

§Sponsorship for professional exams if desired

§Profit Related Bonus Scheme

§35 Hour week – 9.00am – 5.00pm, Monday - Friday

Can all applicants please apply attaching an up to date CV in Word format.

This job was originally posted as

Similar jobs

Similar jobs